Braun-Bostich & Associates Inc.

RIASEC RegisteredEst. 2017
Total AUM
$250M
Discretionary
$245M
98% of AUM
Avg account
$257K
Accounts
972
Employees
7
Advisory reps
4

Firm details

Headquarters
Canonsburg, Pennsylvania
CRD number
288336
Registered since
May 15, 2017
Website
braun-bostich.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI75.4%
  • Individuals22.59%
  • Pension & Profit Sharing Plans1.99%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Braun-Bostich & Associates Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm began SEC registration in 2017 and serves primarily individual and family clients. Its stated fee arrangements include percentage-of-AUM billing and fixed fees. Core advisory capabilities listed by the firm cover financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and selection of other advisers. The firm is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 4%, US Government Bonds 1%, Investment Grade Corp Bonds 1%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Cassandra Kirby

    Cassandra Kirby

    COOCRD 4449859

Contacts

3 of 3
  • Tammy Pompei

    Tammy Pompei

    Client Service SpecialistCRD 6590708

  • Amy Braun-bostich

    Amy Braun-bostich

    Founding PartnerCRD 1710451

  • Douglas Bostich

    Douglas Bostich

    Financial PlanningCRD 2327303

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 89

Active vs passive

$180M in ETFs

Passive

72%

$130M

Active

17%

$50.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$14.2M20,6847.87%
Unlock additional holdings →

Location

Primary office

Canonsburg, PA

Washington

Location

Canonsburg, PA

Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Washington
Address
1600 Ashwood Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Wyze Wealth Advisors, LLC

RIA

Canonsburg, PA

AUM $265MTEAM 5REPS 4

Networth Advisors, LLC

RIA

Canonsburg, PA

AUM $185MTEAM 12REPS 6

Main Advisory, Inc.

RIA

Canonsburg, PA

AUM $163MTEAM 4REPS 2

MFG Private Wealth

RIA

Canonsburg, PA

AUM $146MTEAM 4REPS 4

Santori & Peters

RIA

Canonsburg, PA

AUM $433MTEAM 5REPS 4

H Financial Management

RIA

Canonsburg, PA

AUM $622MTEAM 6REPS 6
More RIAs in Canonsburg →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth